CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.85M 0.03%
27,638
-198
252
$2.85M 0.03%
49,056
-999
253
$2.63M 0.03%
14,075
-764
254
$2.61M 0.03%
17,829
-7,516
255
$2.6M 0.02%
14,084
+515
256
$2.56M 0.02%
418,444
+5,087
257
$2.54M 0.02%
244,034
+2
258
$2.47M 0.02%
+196,541
259
$2.46M 0.02%
29,537
-24,634
260
$2.44M 0.02%
117,937
+919
261
$2.43M 0.02%
+41,726
262
$2.39M 0.02%
71,314
+346
263
$2.36M 0.02%
37,920
+570
264
$2.35M 0.02%
144,856
-8,431
265
$2.34M 0.02%
57,337
+924
266
$2.34M 0.02%
55,941
+7,403
267
$2.24M 0.02%
9,279
+7,624
268
$2.19M 0.02%
54,430
+4,130
269
$2.18M 0.02%
128,890
+1,813
270
$2.13M 0.02%
64,438
+1,472
271
$2.12M 0.02%
13,452
+722
272
$2.01M 0.02%
18,026
+1,030
273
$2M 0.02%
53,282
+1
274
$1.99M 0.02%
87,392
-592
275
$1.9M 0.02%
54,960
-3,113
9 10
11
12 13